Converting a Customer Quotation to a Service Contract

You can convert a customer quotation to a service contract.

Note:

If your organization requires a quote to be submitted for approval before converting it to a service contract, your administrator may have created a workflow to convert the customer quotation to a service contract automatically on approval. Alternatively, a member of your contracts team can review a customer quotation and convert it to a service contract manually.

To convert a customer quotation to service contract:

1. [Optional] Ensure that the customer quotation is priced
2. [Optional] Ensure that the customer quotation is approved.
3. Click Create Service Contract to manually convert the quote to a service contract.